Record Triggered Flows | Delete Pending Tasks on Opportunity Closure

Record Triggered Flows | Delete Pending Tasks on Opportunity Closure | The Flow Builder Masterclass
Welcome back to Salesforce Makes Sense! 🚀 Dive into the next episode of our Flow Builder Masterclass: "Record Triggered Flows | Delete Pending Tasks on Opportunity Closure." 🗑️🔄
In this tutorial, Himanshu guides you through the power of record-triggered flows, demonstrating how to seamlessly delete pending tasks when an opportunity is closed. 🌐💡 Whether you're a seasoned admin or just starting your Salesforce journey, this session provides practical insights for efficient task management.
Learn the step-by-step process of setting up record-triggered flows to enhance your workflow automation and keep your Salesforce environment clutter-free. 🧑‍💻 Ready to optimize task management? Hit play now and subscribe for more expert guidance on Salesforce, Flows, and mastering CRM! 🚀📈 #SalesforceFlows #FlowBuilder #RecordTriggeredFlows #TaskManagement #SalesforceTips #SalesforceMakesSense
Why choose this Flow Builder Masterclass? Because it's the best darn course out there! I am not just teaching Flows; in this course we are diving deep into Screen Flows, Record Triggered Flows, and Schedule Triggered Flows with real-world use cases that'll blow your mind.
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- Streamline workflows like a pro.
- Boost productivity with the magic of automation.
- Ace those Salesforce challenges with confidence.
- Get hired as an automation pro.
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[@user-ft5fd2pp1e]

Can we met critera with Opportunity WhatId Starts With 006? As we did in orevious use case?

[@salesforcemakessense]

Yes we can

[@srikanthj1028]

Hi Himanshu, When I implemented the scenario, even though I mentioned whatId=opportunityId, all other tasks were also deleted. What should I do? I only need to delete the particular opportunity task.

[@salesforcemakessense]

If you added the filter to delete only those records where whatId = opp.Id, then it shouldn't delete all other records. It should only delete the tasks linked to this opportunity. There's some other mistake maybe.

[@srikanthj1028]

@@salesforcemakessense Thanks for your response, finally i did it. I added extra conditions Status!=Completed&&WhatId=opp.Id&&Whatid is Null False. Now its working fine.😊

[@salesforcemakessense]

@@srikanthj1028 perfect 👌